Civic Intelligence

Richard M. Bernstein D/B/A Penrose Design

Plan context: Penrose Design Profit Sharing Plan

EIN 04-2787373 • Sheffield, MA • 9 filings • 1 plans

1504 Silver StreetSheffield, MA 01257
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$680,084

2010 Contributions

$20,060

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$731,695$365,848$0200220062009YearValue
$680,084Latest year 2009

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200220062009YearValue
3Latest year 2009

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$0-
Penrose Design Profit Sharing Plan-0$0$0-
200913$680,084$0-
Penrose Design Profit Sharing Plan-3$680,084$0-
200812$498,476$20,060$10,030iApproximate average salary by contribution assumption: employee only about $250,750 at 4% or $167,167 at 6%; with 50% employer match about $167,167 at 4% or $111,444 at 6%; with 100% employer match about $125,375 at 4% or $83,583 at 6%.
Penrose Design Profit Sharing Plan-2$498,476$20,060$10,030iApproximate average salary by contribution assumption: employee only about $250,750 at 4% or $167,167 at 6%; with 50% employer match about $167,167 at 4% or $111,444 at 6%; with 100% employer match about $125,375 at 4% or $83,583 at 6%.
200712$731,695$7,491$3,746iApproximate average salary by contribution assumption: employee only about $93,638 at 4% or $62,425 at 6%; with 50% employer match about $62,425 at 4% or $41,617 at 6%; with 100% employer match about $46,819 at 4% or $31,213 at 6%.
Penrose Design Profit Sharing Plan-2$731,695$7,491$3,746iApproximate average salary by contribution assumption: employee only about $93,638 at 4% or $62,425 at 6%; with 50% employer match about $62,425 at 4% or $41,617 at 6%; with 100% employer match about $46,819 at 4% or $31,213 at 6%.
200612$669,118$12,622$6,311iApproximate average salary by contribution assumption: employee only about $157,775 at 4% or $105,183 at 6%; with 50% employer match about $105,183 at 4% or $70,122 at 6%; with 100% employer match about $78,888 at 4% or $52,592 at 6%.
Penrose Design Profit Sharing Plan-2$669,118$12,622$6,311iApproximate average salary by contribution assumption: employee only about $157,775 at 4% or $105,183 at 6%; with 50% employer match about $105,183 at 4% or $70,122 at 6%; with 100% employer match about $78,888 at 4% or $52,592 at 6%.
200512$581,800$17,653$8,827iApproximate average salary by contribution assumption: employee only about $220,663 at 4% or $147,108 at 6%; with 50% employer match about $147,108 at 4% or $98,072 at 6%; with 100% employer match about $110,331 at 4% or $73,554 at 6%.
Penrose Design Profit Sharing Plan-2$581,800$17,653$8,827iApproximate average salary by contribution assumption: employee only about $220,663 at 4% or $147,108 at 6%; with 50% employer match about $147,108 at 4% or $98,072 at 6%; with 100% employer match about $110,331 at 4% or $73,554 at 6%.
200412$520,822$14,866$7,433iApproximate average salary by contribution assumption: employee only about $185,825 at 4% or $123,883 at 6%; with 50% employer match about $123,883 at 4% or $82,589 at 6%; with 100% employer match about $92,913 at 4% or $61,942 at 6%.
Penrose Design Profit Sharing Plan-2$520,822$14,866$7,433iApproximate average salary by contribution assumption: employee only about $185,825 at 4% or $123,883 at 6%; with 50% employer match about $123,883 at 4% or $82,589 at 6%; with 100% employer match about $92,913 at 4% or $61,942 at 6%.
200312$466,208$24,435$12,218iApproximate average salary by contribution assumption: employee only about $305,438 at 4% or $203,625 at 6%; with 50% employer match about $203,625 at 4% or $135,750 at 6%; with 100% employer match about $152,719 at 4% or $101,813 at 6%.
Penrose Design Profit Sharing Plan-2$466,208$24,435$12,218iApproximate average salary by contribution assumption: employee only about $305,438 at 4% or $203,625 at 6%; with 50% employer match about $203,625 at 4% or $135,750 at 6%; with 100% employer match about $152,719 at 4% or $101,813 at 6%.
200212$378,275$39,097$19,549iApproximate average salary by contribution assumption: employee only about $488,713 at 4% or $325,808 at 6%; with 50% employer match about $325,808 at 4% or $217,206 at 6%; with 100% employer match about $244,356 at 4% or $162,904 at 6%.
Penrose Design Profit Sharing Plan-2$378,275$39,097$19,549iApproximate average salary by contribution assumption: employee only about $488,713 at 4% or $325,808 at 6%; with 50% employer match about $325,808 at 4% or $217,206 at 6%; with 100% employer match about $244,356 at 4% or $162,904 at 6%.